Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.

The BlackRock ESG Capital Allocation Term Trust offers diversified equity and fixed-income exposure. Learn more about its ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Any investors hoping to find a Allocation Balanced fund could think about starting with Fidelity Asset Manager 50% (FASMX). FASMX possesses a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Learn how comprehensive tax allocation reconciles tax and financial reporting, uncovering discrepancies in income, expenses, ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...